Whittier Trust’s Canadian Imperial Bank of Commerce CM Stock Holding History

Whittier Trust’s Portfolio CM Stock Details CM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-272	Closed	-$16.7K	–	1560
2024 Q3	$16.7K	Hold	272	–	–	﹤0.01%	1160
2024 Q2	$12.9K	Buy	+272	New	+$13.2K	﹤0.01%	1207
2024 Q1	–	Sell	-36	Closed	-$1.73K	–	1517
2023 Q4	$1.73K	Hold	36	–	–	﹤0.01%	1411
2023 Q3	$1.39K	Buy	+36	New	+$1.49K	﹤0.01%	1497
2015 Q2	–	Sell	-1,000	Closed	-$36K	–	1227
2015 Q1	$36K	Buy	+1,000	New	+$37.1K	﹤0.01%	777

Other funds holding CM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return